Levendi Thornbridge Defined Return Fund

The Levendi Thornbridge Defined Return Fund is an actively managed portfolio of defined return investments developed by Levendi Investment Management. It aims to generate positive returns of Libor + 6% under most market conditions in the medium term, with less volatility than major global equity markets.

The Fund has been created for lower risk investors that want a high chance of receiving a good return under a broad range of market conditions. It offers defensive, diversified equity market exposure. The fund is managed to maximise the chance of generating a positive return and provide a degree of protection if markets fall.

The Fund can be used as part of an investor's global equity allocation or as an absolute return fund. The headline objectives are:

  • Positive returns under most market conditions
  • Low volatility
  • Daily liquidity
  • Expert management
  • Access to institutional defined return investments
  • A degree of protection
  • Active risk management
  • Diversified market exposure
  • Diversified issuer exposure & active credit management

For more information: www.levendi-im.com/product/international-share-class